Clinton Burch is the principal of Clinton Burch Financial Planning, an independent firm in Bloomfield, Indiana. He holds a Series 65 credential and has six years of industry experience. In addition to his advisory work, he has been a public school teacher at Eastern Greene High School since 2007. He is also a 50% owner and managing member of ZEPTOFUND, LLC, an investment club that produces educational materials related to personal finance. Clinton Burch Financial Planning offers fee-only financial planning and investment advice primarily to individual households, focusing on comprehensive household plans and specific guidance such as employer-plan rollovers and college savings strategies. The firm follows a long-term, diversified, passive buy-and-hold investment approach centered on low-cost index funds and periodic rebalancing, with services offered on a fixed-fee or hourly basis.

Johnathan Britton is a financial advisor at Axis Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Axis Financial since 2006. In addition to his advisory role, he sells life, health, long-term care, and property & casualty insurance through The Insurance Shop, an activity he balances alongside his financial advisory work. Axis Financial, LLC is an independent, single-advisor registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a consultative, non-discretionary approach, typically recommending exchange-traded funds for smaller accounts and using third-party asset managers for larger accounts.

Isabel Meek is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has worked in various roles including at Meek Financial Services and educational institutions such as Indiana University and Linton-Stockton School Corporation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides non-discretionary financial planning and investment consulting, emphasizing tailored strategies supported by firm research and multiple implementation options.

Casey Madsen is a ChFC® credentialed financial advisor with eight years of industry experience. He is currently with LPL Financial and also serves as an advisor at Crane Credit Union. His prior experience includes roles at MML Investors Services, Mass Mutual Life Insurance Company, and Luxottica of North America. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Charles Foust III is a financial advisor with LPL Financial in Muncie, Indiana. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining LPL Financial in 2017, he worked at Northwest Bank (formerly MutualBank), where he continues to serve in a financial associate role. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Timothy Meek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 23 years before joining Raymond James in 2021. Outside of his advisory role, he is president and owner of Meek Financial and M5 Holdings, a real estate holding company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations.